Planner Pulse 003: Joe Stephan [Part 1] — Working with family, using technology to leverage time, educating advisers

I chat with Joe Stephan who runs Stephan Strategic - a financial planning practice in Kew, Victoria. Joe operates the business with his brother James.

This is part one of a two part series.

Listen and learn

In this episode you'll discover:

  • What it’s like to work with family

  • How Joe uses technology and systems to leverage time, so he can spend more of it on building relationships with clients

  • How Joe got involved with lecturing in financial planning

  • Joe's thoughts on the gaps in the education of advisers

The non-relationship building functions should be outsourced or technology should take care of it.
— Joe Stephan